To send a review request, campaign, payment request, or text to a customer in the Broadly app they must first be added as a contact. There are several automated and manual ways to add customers to the Broadly app.
Automated ways to Add Customers to Broadly
We integrate with hundreds of "Data Sources" to automate adding customers into the Broadly app and sending them a review request after service is complete.
Connecting Lead Sources to Broadly will also help you automatically funnel potential customers into the Broadly app. This allows you to manage the full customer experience within Broadly by texting them to set up service, requesting payment once completed, and sending review requests to follow up.
Manual Ways to Add Customers into Broadly
To add a customer to Broadly manually, go to "Inbox" on the left-hand menu bar in your Broadly app. Then select "Add" towards the top of the screen. If you would like to add a list of customers via a spreadsheet please read our article on "Add From File." If you'd like to add customers individually, select "Add Contact".
Enter your customer's contact information. For best results, include both an email address and a cell phone number.
If you are an "Admin" or "Manager" within the Broadly app you can also add your team members as the "Assisting Team Member" for Associating Team Members with Reviews. If you don't see your team member's name as an option, you will need to add them to the Broadly app. See Adding & Editing Team Members for instructions.
If you wish to send this new contact a review request, you can also choose a "delivery delay" by selecting the blue drop-down menu and choosing from the time-frames that are available. Then, select the blue "Add Contact" button.
If you wish to add this contact to your Broadly App prior to completing service, set the "Send a review request" toggle to "no". Then select the blue "Add Contact" button. The contact will now be added to your "Contacts" directory.
Once the contact has been added you can send them campaigns, review requests, payments requests and text them. To learn how to do this check out our articles on: